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Blue Owl Capital

Name Holding Trade Value Shares
Change
Change in
Stake
GWMIA
176
Global Wealth Management Investment Advisory
Florida
$1.09M +$147K +11,553 +15%
DWM
177
Diversify Wealth Management
Utah
$1.07M +$261K +20,539 +31%
WA
178
Whipplewood Advisors
Colorado
$1.05M +$118K +9,286 +12%
Capstone Investment Advisors
179
Capstone Investment Advisors
New York
$1.03M -$489K -38,468 -32%
SIC
180
Samalin Investment Counsel
New York
$1.01M -$68.7K -5,402 -6%
HAG
181
HighPoint Advisor Group
Illinois
$1.01M -$24.3K -1,911 -2%
FM
182
Family Management
New York
$1M +$1.02M +80,457 New
CM
183
Caption Management
Oklahoma
$994K +$826K +65,000 +433%
HSBC Holdings
184
HSBC Holdings
United Kingdom
$989K +$1.01M +79,600 New
KAS
185
Kestra Advisory Services
Texas
$966K +$56.5K +4,448 +6%
FFA
186
Farther Finance Advisors
California
$950K +$498K +39,132 +105%
YIH
187
Y-Intercept (HK)
Hong Kong
$930K +$95K +7,473 +11%
Wealth Enhancement Advisory Services
188
Wealth Enhancement Advisory Services
Minnesota
$929K -$177K -13,924 -16%
Truist Financial
189
Truist Financial
North Carolina
$920K -$80.5K -6,335 -8%
DT
190
Diversified Trust
Tennessee
$907K
CL
191
Choreo LLC
Illinois
$890K -$16.2K -1,277 -2%
ETC
192
Exchange Traded Concepts
Oklahoma
$880K +$129K +10,152 +17%
TBC
193
Tweedy, Browne Co
Connecticut
$880K +$129K +10,152 +17%
IWA
194
Icon Wealth Advisors
Texas
$844K +$105K +8,274 +14%
LOWM
195
Laurel Oak Wealth Management
New Jersey
$840K +$859K +67,552 New
GFL
196
Granite FO LLC
New Hampshire
$837K -$127K -10,000 -13%
EGA
197
Eagle Global Advisors
Texas
$830K -$25.9K -2,040 -3%
BHCM
198
Brevan Howard Capital Management
Jersey
$811K +$466K +36,623 +128%
T. Rowe Price Associates
199
T. Rowe Price Associates
Maryland
$809K -$129K -10,112 -13%
NAMI
200
Nomura Asset Management International
Pennsylvania
$779K +$797K +62,700 New